SCHW · News · 20261019N

Tax-Aware Long-Short Strategy

SCHWAB CHARLES CORP · 2026-10-19 · Importance 31 · Surprise 42

Schwab is developing a tax-aware long/short strategy for high-net-worth investors. The strategy is intended to provide more customized portfolio construction and incorporate tax considerations into investment implementation. The initiative expands Schwab’s wealth-management and customized-investment offering, although the report does not disclose expected assets, fees, or launch timing.

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